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Transparent Wealth Consulting
Transparent Wealth Consulting is an SEC-registered investment adviser in New York, NY, registered since 2017. The firm manages approximately $43 million in...
Overview
Transparent Wealth Consulting is an SEC-registered investment adviser in New York, NY, registered since 2017. The firm manages approximately $43 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Thomas J. Swenson
Chief Executive Officer
Ryan A. Swenson
Chief Financial Officer
Frequently asked questions
What investment approach does the firm use?
Transparent Wealth Consulting constructs portfolios primarily using low-cost exchange-traded funds (ETFs), incorporating passive indexing and factor-based strategies. The firm's public disclosures emphasize financial planning, tax-loss harvesting, and liability-driven modeling for retirees and corporate executives over individual security selection or proprietary products.
Who runs Transparent Wealth Consulting?
Thomas J. Swenson serves as Chief Executive Officer, and Ryan A. Swenson is the Chief Financial Officer. Their concurrent leadership of a closely held RIA concentrates governance and carries the firm's fiduciary accountability directly through its named principals.
Does Transparent Wealth Consulting manage alternative investments?
The firm's public filings do not indicate the management of alternative investment vehicles such as private equity or hedge fund separate accounts. Its documented focus remains on liquid, publicly traded securities, predominantly via ETF construction for individual, non-institutional clients.
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